CrossASEAN Ground Zero - OVO & Superbank, SCG Packaging in Indonesia, Gig Revolt, and Data Centres
In this edition, we look at OVO and Superbank in Indonesia and how they will coexist, and SCG Packaging as it increases its Indonesia exposure...
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Thailand: Aging Poor
The political uncertainty in the past 2 decades has not subsided, in our judgment. We then expect more unpredictable disruptions and policy...
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SCG Decor Pre-IPO - Titan in the ASEAN Decor Surface Segment, Although Hints of a Slowdown Ahead
SCG Decor PCL (SCGD TB) is looking to raise around US$180m in its Thailand IPO. In this note, we look at the firm's past performance.
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J&T Global Express IPO Trading - Tepid Demand Despite the Team Effort
J&T Global Express (1519 HK), a global logistics service provider, raised around US$500m in its Hong Kong IPO. In this note, we talk about the...
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Hana Microelectronics Placement - Stock Has Been Doing Well, Unclear if Deal Is Well Flagged
Hana Microelectronics (HANA TB) aims to raise up to US$105m to finance expansion of Hana’s silicon carbide strategy including PMS (Power Master...
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